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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,064 | $175,257-48.6% | $149,717-39.8% | $139,456-35.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 18.62% | 166.70%-148.1pp | 134.41%-115.8pp | 373.45%-354.8pp |
| Employer contribution / active EE | $7,101 | $5,477+29.7% | $4,820+47.3% | $4,753+49.4% |
| Participant deferral / active EE | $3,914 | $6,521-40.0% | $5,682-31.1% | $6,711-41.7% |
| Admin fee / account holder | $929 | $16,156-94.3% | $13,213-93.0% | $11,407-91.9% |